Bottom Line

SaaS payments and risk management platform

Director – Customer Retention and Growth

Customer SuccessPosted on Nov 11

Full-timePortsmouth, NH, USANo salary listedIn-person

About the Job

Requirements

At least 8 years of experience in Customer Success, Customer Retention, Revenue Operations, Customer Strategy, Lifecycle Marketing, or a related field within a recurring revenue business.
Proven success designing, launching, and scaling customer retention programs that deliver measurable business outcomes.
Experience leveraging customer health data, behavioral analytics, and business insights to identify risk and drive retention initiatives.
Strong cross-functional leadership and stakeholder management experience.

Responsibilities

Develop and evolve enterprise-wide retention strategies designed to reduce customer churn and protect recurring revenue.
Build and maintain retention playbooks, customer save motions, and intervention frameworks for at-risk customer segments.
Create targeted action plans based on customer health, product adoption, engagement trends, financial exposure, and risk indicators.
Define business requirements for AI-powered customer risk identification and retention programs.
Partner with Product and Digital teams to improve risk scoring models, recommended actions, and automated customer engagement strategies.
Continuously refine retention programs based on customer outcomes, field feedback, and performance analytics.
Collaborate with Customer Success, Sales, Marketing, Product, and Finance teams to align on retention priorities and execution plans.
Support the development of customer education, adoption, lifecycle marketing, and win-back programs.
Enable customer-facing teams through playbooks, training, communication frameworks, and best practices.
Establish key performance indicators and performance dashboards to evaluate program effectiveness.
Monitor retention trends, customer health improvements, save rates, and annual recurring revenue impact.
Identify opportunities to improve customer experiences and enhance retention outcomes through data-driven insights.

Desired Qualifications

Experience with Salesforce or similar customer relationship management platforms.
Knowledge of customer health scoring models, retention analytics, marketing automation, and customer journey design.
Experience working with AI-enabled customer engagement, predictive analytics, or customer risk technologies.
Background in software as a service, fintech, payments, banking, or subscription-based business models.

Why Choose Bottomline?

Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our team!

The Role:

We're looking for a strategic and data-driven Director of Customer Retention & Growth to lead the design, execution, and optimization of enterprise retention programs that protect revenue, improve customer outcomes, and drive long-term customer value.

In this highly visible leadership role, you'll develop and scale retention strategies across our customer portfolio, leveraging customer insights, AI-powered risk intelligence, and cross-functional partnerships to reduce churn, improve customer health, and maximize recurring revenue.

You'll work closely with Customer Success, Sales, Marketing, Product, Strategy, and Digital teams to translate customer risk signals into proactive retention programs, scalable customer journeys, and measurable business impact.

What You'll Do:

Drive Retention Strategy

Develop and evolve enterprise-wide retention strategies designed to reduce customer churn and protect recurring revenue.
Build and maintain retention playbooks, customer save motions, and intervention frameworks for at-risk customer segments.
Create targeted action plans based on customer health, product adoption, engagement trends, financial exposure, and risk indicators.

Lead AI-Driven Customer Retention Initiatives

Define business requirements for AI-powered customer risk identification and retention programs.
Partner with Product and Digital teams to improve risk scoring models, recommended actions, and automated customer engagement strategies.
Continuously refine retention programs based on customer outcomes, field feedback, and performance analytics.

Partner Across the Business

Collaborate with Customer Success, Sales, Marketing, Product, and Finance teams to align on retention priorities and execution plans.
Support the development of customer education, adoption, lifecycle marketing, and win-back programs.
Enable customer-facing teams through playbooks, training, communication frameworks, and best practices.

Measure and Optimize Performance

Establish KPIs and performance dashboards to evaluate program effectiveness.
Monitor retention trends, customer health improvements, save rates, and ARR impact.
Identify opportunities to improve customer experiences and enhance retention outcomes through data-driven insights.

What Success Looks Like:

Increased gross and net revenue retention
Reduced customer churn and down-sell activity
Improved customer health and product adoption
Measurable ARR protection and recovery
Scalable retention programs with strong field adoption
Effective use of AI and automation to identify and mitigate customer risk

How you'll make an impact:

8+ years of experience in Customer Success, Customer Retention, Revenue Operations, Customer Strategy, Lifecycle Marketing, or a related field within a recurring revenue business.
Proven success designing, launching, and scaling customer retention programs that deliver measurable business outcomes.
Experience leveraging customer health data, behavioral analytics, and business insights to identify risk and drive retention initiatives.
Strong cross-functional leadership and stakeholder management experience.

Preferred Experience:

Experience with Salesforce or similar CRM platforms.
Knowledge of customer health scoring models, retention analytics, marketing automation, and customer journey design.
Experience working with AI-enabled customer engagement, predictive analytics, or customer risk technologies.
Background in SaaS, fintech, payments, banking, or subscription-based business models.

Key Competencies:

Strategic thinking and customer-centric problem solving
Data-driven decision making
Program development and operational excellence
Cross-functional collaboration and influence
Executive communication and stakeholder management
AI and automation mindset
Continuous improvement and innovation

We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. We're proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.

About the Company

Bottom Line

SaaS payments and risk management platform

Bottomline Technologies provides a SaaS digital banking and payments platform for businesses and financial institutions to automate payment workflows. It automates accounts payable, financial messaging, bank engagement, and offers risk management, compliance tools, and SWIFT services for secure global transfers. The platform integrates with existing systems and delivers end-to-end payment automation in a single enterprise-grade solution, guided by a customer-success approach. The goal is to simplify, secure, and streamline business payments and related processes for smarter, faster, and more compliant operations.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: Portsmouth, NH
Founded: 1989

Recently Posted Jobs

Explore more opportunities at Bottom Line

See more jobs